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Financial Representative Trainee

4 weeks ago

Galena Park, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Are you looking for a challenging and rewarding career in the financial services industry?

As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

What We Offer

* Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
* Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
* An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
* Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
* Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
* Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.

Responsibilities

* Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
* Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
* Demonstrate appropriate skills and pass a sales process competency test.
* Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
* Cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
* Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements

* Ability to successfully achieve criteria of Trainee Program.
* Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam
* Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
* Highly self-motivated and results-oriented with ability to work independently and as part of a team.
* Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
* You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Preferred Qualifications

* Knowledge of the Insurance/Financial Services industry, products and marketing practices.
* Bachelor's degree or equivalent preferred but not required.

At Mutual of Omaha, we value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.